WSFS
SBR

Wilmington Savings Fund Society’s Sabine Royalty Trust SBR Stock Holding History

Wilmington Savings Fund Society’s Portfolio SBR Stock Details SBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$110K Hold
1,500
– – ﹤0.01% 726
2026
Q1 		$113K Buy
+1,500
New +$107K ﹤0.01% 712

Other funds holding SBR

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Wilmington Savings Fund Society's SBR Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Sabine Royalty Trust (SBR) position steady in Q2 2026 at 1,500 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Wilmington Savings Fund Society first reported a position in SBR in Q1 2026 and has held it in 2 quarters since. The position peaked at $113K in Q1 2026. 46 funds tracked by Wall St. Rank hold SBR as of Q2 2026.

  • Wilmington Savings Fund Society held 1,500 shares of Sabine Royalty Trust worth $110K as of Q2 2026.
  • Wilmington Savings Fund Society left its Sabine Royalty Trust share count unchanged in Q2 2026.
  • Sabine Royalty Trust made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #726 holding.
  • Wilmington Savings Fund Society first reported a position in Sabine Royalty Trust in Q1 2026 and has held it in 2 quarters since.
  • Wilmington Savings Fund Society's Sabine Royalty Trust position peaked at $113K in Q1 2026.
  • 46 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.